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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,092 | $447,575-71.4% | $442,758-71.1% | $587,889-78.2% |
| Participation rate | 100.0% | 86.9%+13.1pp | 85.0%+15.0pp | 87.9%+12.1pp |
| Annual return | 4.10% | 60.52%-56.4pp | 57.90%-53.8pp | 19.70%-15.6pp |
| Employer contribution / active EE | $11,267 | $19,373-41.8% | $20,141-44.1% | $21,263-47.0% |
| Participant deferral / active EE | $0 | $16,986-100.0% | $16,285-100.0% | $8,361-100.0% |
| Admin fee / account holder | $1,871 | $9,225-79.7% | $9,773-80.9% | $49,457-96.2% |